Householder Group Estate & Retirement Specialist’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-200	Closed	-$9K	–	1220
2024 Q2	$9K	Sell	200 -1,187	-86%	-$56.2K	﹤0.01%	826
2024 Q1	$66K	Sell	1,387 -9,301	-87%	-$426K	0.02%	430
2023 Q4	$477K	Sell	10,688 -1,001	-9%	-$42.9K	0.16%	125
2023 Q3	$498K	Buy	+11,689	New	+$526K	0.18%	105
2023 Q1	$527K	Buy	+11,676	New	+$517K	0.2%	101
2022 Q4	–	Sell	-11,895	Closed	-$477K	–	586
2022 Q3	$477K	Hold	11,895	–	–	0.2%	112
2022 Q2	$515K	Buy	+11,895	New	+$537K	0.23%	106

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FSTA Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2024, closing a stake of 200 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in FSTA in Q2 2022 and held it in 7 quarters. The position peaked at $527K in Q1 2023. 169 funds tracked by Wall St. Rank hold FSTA as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 200 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2024, an estimated $9K.
Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Fidelity MSCI Consumer Staples Index ETF position peaked at $527K in Q1 2023.
169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.